See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,172 | $181,894-82.3% | $156,549-79.4% | $273,961-88.3% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 9.12% | 30.74%-21.6pp | 32.23%-23.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $2,595 | $6,248-58.5% | $5,501-52.8% | $4,869-46.7% |
| Participant deferral / active EE | $9,849 | $5,550+77.5% | $4,871+102.2% | $5,287+86.3% |
| Admin fee / account holder | $853 | $15,559-94.5% | $13,027-93.5% | $10,132-91.6% |